Who owns DoubleLine Fortune 500 Equal Weight ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFVE from SEC Form 13F filings across 7 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 7 institutions disclosed 708,149 shares of DoubleLine Fortune 500 Equal Weight ETF worth $25.4M — about 130.7% of shares outstanding; the largest disclosed holder is Foundations Investment Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
7
13F holders
$25.4M
value, 2026 filers
130.7%
of shares outstanding (708,149 sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFVE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 667,707 | $24.0M | 0.2% | 123.3% | +18.5% |
| 2 | GOLDMAN SACHS GROUP INC | 26,574 | $953,552 | 0.0% | 4.9% | 0.0% |
| 3 | Mutual Advisors, LLC | 11,613 | $416,708 | 0.0% | 2.1% | +31.0% |
| 4 | Farther Finance Advisors, LLC | 1,500 | $53,824 | 0.0% | 0.3% | 0.0% |
| 5 | UBS Group AGNEW | 666 | $23,898 | 0.0% | 0.1% | new |
| 6 | JONES FINANCIAL COMPANIES LLLPNEW | 86 | $3,096 | 0.0% | 0% | new |
| 7 | VANGUARD ADVISERS INC | 3 | $108 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.